Oasis Senior Advisors franchise research

Investment by format

Format-specific estimates only. Do not combine one format's minimum with another format's maximum.

Investment sourceFDD p.18 ↗

Franchise fees and ongoing costs

Franchise fee

$40,000 to $80,000 · Extracted Item 5 scalar range, not a universal minimum or maximum; formats, eligibility, discounts and waivers require original-filing review.

Royalty

10% · Tiered 10% down to 6% of monthly Gross Revenue based on prior calendar year revenue (10% in the opening calendar year); paid as a monthly Minimum Royalty Fee ($0-$1,400) with the remainder reconciled about 60 days later

Marketing contribution

2% (basis not captured; see original filing)

Technology fee

Software Access Fee $132/month (rising to $145 in October 2026); plus pass-through software fees currently $146.43/month

Other fees

Minimum Royalty Fee $400-$1,400/month depending on months in operation; NAF is greater of $200 or 2% of monthly Gross Revenue; Convention Fee $1,500 if Principal Owner skips Annual Convention

Working capital (FDD Item 7)

Additional Funds for 3 months: $6,600 - $8,600 (incorporation, online access fees, local marketing, NAF contributions; excludes royalties, wages and owner compensation)

Fees sourceFDD p.11 ↗

Working capital is drawn from Item 7. The Investment source below locates the investment section, not an independently verified working-capital scalar.

Investment sourceFDD p.18 ↗

Franchise fee sourceFDD · page not captured ↗

Financial performance: Item 19

Item 19 captured

Yes

Metric / basis

Gross Revenues by quartile for franchised businesses, plus average first-month referral fees per placement

Reporting period

2025 Reporting Period (calendar year 2025)

Sample

114 franchised businesses operating the entire year (28 others excluded); referral fee table based on 142 franchised businesses

Reported average

Not captured

Reported median

Not captured

Owner income is not captured. Gross sales and EBITDA are not owner pay. Results depend on the disclosed metric, sample and period; consult the full filing.

Item 19 performance sourceFDD p.38 ↗

Unit growth: Item 20

Reporting year

2025

Scope

franchised outlets

Starting outlets

115

Year-end outlets

137

Net change

+22

Derivation

ending minus starting outlets

Openings

27

Terminations

2

Non-renewals

0

Other closures

3

Reacquisitions

0

Transfers

1

Transfers are not closures. Net change is ending minus starting outlets for the stated scope and year, or complete openings less terminations, non-renewals, other closures and reacquisitions. Missing inputs stay unknown.

Unit growth sourceFDD p.40 ↗

SBA loan history

Loan activity

14 approvals

Activity window

FY2021-FY2026 YTD; snapshot 2026-06-30

Median SBA loan

$150,000

Median loan window

FY2023-FY2026 YTD through 2026-06-30

Median loan sample

11 loans

Historical charge-off share

Suppressed: fewer than 10 seasoned loans

Cohort

7(a) FY2010-2019 approvals

Numerator / denominator

1 / 9

Formula

CHGOFF / (PIF + CHGOFF + EXEMPT) × 100

This is a historical loan-level share, not a franchise failure probability or location survival rate. Loan size is not total investment. Other loan statuses are excluded from the seasoned denominator. Activity combines 7(a) and 504 approvals, excluding canceled and not-funded records; this is not a rolling five-year count. FY2024-25 franchise tags are sparse after directory suspension; fewer tagged loans do not establish brand decline. Recent charge-off cohorts are immature.

SBA loans sourceSBA data · Jun 30, 2026 ↗

Median loan amounts are financing context, not startup cost. The median window is separate from the seasoned charge-off cohort.

Median SBA loan sourceSBA data · Jun 30, 2026 ↗

Questions before you invest

How much does Oasis Senior Advisors franchise cost?

standard (single format): $63,089 to $109,239 These are format-specific estimates, not a guaranteed cash requirement. Franchise fee: $40,000 to $80,000 · Extracted Item 5 scalar range, not a universal minimum or maximum; formats, eligibility, discounts and waivers require original-filing review..

Investment sourceFDD p.18 ↗

Franchise fee sourceFDD · page not captured ↗

How much do Oasis Senior Advisors owners make?

Owner income is not captured. Gross sales and EBITDA are not owner pay. Item 19 metric: Gross Revenues by quartile for franchised businesses, plus average first-month referral fees per placement. Sample: 114 franchised businesses operating the entire year (28 others excluded); referral fee table based on 142 franchised businesses. Period: 2025 Reporting Period (calendar year 2025).

Item 19 performance sourceFDD p.38 ↗

What's the SBA charge-off rate for Oasis Senior Advisors?

Suppressed: fewer than 10 seasoned loans; numerator / denominator: 1 / 9. Historical 7(a) FY2010-2019 approvals; CHGOFF / (PIF + CHGOFF + EXEMPT) × 100, snapshot 2026-06-30. This is not a franchise failure probability. Median SBA loan: $150,000; window: FY2023-FY2026 YTD through 2026-06-30; sample: 11 loans. Median financing is not total investment.

SBA loans sourceSBA data · Jun 30, 2026 ↗

Median SBA loan sourceSBA data · Jun 30, 2026 ↗